Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Treasury buybacks as narrative control
The host argued the Treasury's increased debt buyback program is primarily a symbolic exercise in narrative management, not a covert form of yield curve control or a sign of a cracking market.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.